I'm Irfan. After years in the crypto trenches, I blog to share real insights—stripping away the hype to give you a clearer view of the market. Let’s navigate it
🚨 SAUDI ARABIA JUST BECAME THE BIGGEST WAR PROFITEER IN HISTORY
Saudi Arabia is America's closest ally. And they are getting rich from a war America is fighting. Here is the proof.
💀 Saudi exports BEFORE the war: 6,660,000 barrels per day. 💀 Saudi exports NOW: 3,330,000 barrels per day. 💀 That is a 50% DROP.
💀 Oil price BEFORE the war: $67 per barrel. 💀 Oil price NOW: $130 per barrel. 💀 Saudi added $19.50 per barrel premium on Asian buyers. 💀 That is the HIGHEST premium in history.
⚠️ They are selling HALF the oil at DOUBLE the price with a RECORD fee on top. ⚠️ The math says they are making MORE money than before the war.
⚠️ The IEA called this the largest supply disruption in global oil market history. ⚠️ The supply loss is 10,000,000 barrels per day. OPEC+ fixed 206,000 of it. On purpose.
Let that sink in.
Now the part nobody will say out loud.
Saudi bypassed the Strait of Hormuz entirely. Their East-West pipeline now carries 7,000,000 barrels per day to the Red Sea.
Korean and Indian refiners are rerouting to Saudi's Yanbu port for the first time ever.
Saudi does not need Hormuz open. Saudi was NEVER going to suffer from Hormuz closing.
And Gulf states including Saudi Arabia, UAE, Kuwait, and Bahrain are PRIVATELY urging Trump to keep fighting Iran. They want Iran weakened further before any ceasefire deal happens.
Because every week of war is another week of record oil prices. Every week of record prices is another week of record Saudi revenue.
If Saudi wanted Hormuz reopened, why did they spend billions on a pipeline to avoid it?
If Saudi was suffering, why are they charging the highest markup in history right now?
If Saudi is a loyal ally, why are they privately pushing for more bombing of a country America is already bombing?
Complete silence.
This is not an oil story. This is not a US-Iran story. This is a war profiteering story.
And the profiteer is the country hosting American military bases.
i lose followers every time i post the hard truth.. and i post it anyway.
15. 🇹🇿 Tanzania — 60 t 15. 🇨🇴 Colombia — 60 t 15. 🇧🇫 Burkina Faso — 60 t 13. 🇲🇱 Mali — 70 t 13. 🇧🇷 Brazil — 70 t 10. 🇿🇦 South Africa — 100 t 10. 🇵🇪 Peru — 100 t 10. 🇮🇩 Indonesia — 100 t 9. 🇺🇿 Uzbekistan — 120 t 6. 🇲🇽 Mexico — 130 t 6. 🇰🇿 Kazakhstan — 130 t 6. 🇬🇭 Ghana — 130 t 5. 🇺🇸 United States — 160 t 4. 🇨🇦 Canada — 200 t 3. 🇦🇺 Australia — 290 t 2. 🇷🇺 Russia — 310 t 1. 🇨🇳 China — 380 t
(Note: Data estimated for 2024; latest available in early 2026. Top 17 account for ~76% of global production. Remaining 780 t distributed among other countries, each with less than 60 t.)
Source: U.S. Geological Survey – Mineral Commodity Summaries 2025
🇺🇸 🇮🇷 The real cost of this war isn't measured in dollars or missiles. It's measured in long-term American interests sacrificed for short-term gains...
Look at what the U.S. has actually traded over 76 days of war.
Alliances built over decades got tested and many failed publicly.
NATO refused to join the campaign.
The UK was slow to provide bases. France led European efforts to find off-ramps Trump didn't want.
Germany's chancellor publicly called the U.S. strategy a humiliation.
The Gulf states pulled airspace access to force operational pauses.
The trust required for future coalitions takes generations to rebuild and was burned in weeks.
Strategic Petroleum Reserve drew down to manage price shocks.
Munitions stockpiles depleted to dangerous lows.
1,100 JASSM-ER missiles fired with only 1,500 left globally.
The strategic deterrent designed for Pacific contingencies got spent on Iran.
Replacement timelines stretch six years.
National debt added through emergency defense spending will be serviced by taxpayers for generations.
Iran ended up with long-term strategic gains the war was supposed to prevent.
Hormuz leverage formally codified into Iranian law. Toll collection operationalized.
Regime more entrenched than before the bombing.
IRGC stronger relative to civilian government. Nuclear program preserved per the intelligence community's own assessment.
The "moderates" the war was supposed to empower never materialized.
The hardliners the war was supposed to weaken consolidated power.
America's reputation as the indispensable security guarantor took the worst hit of all.
The Gulf states watched the U.S. struggle to enforce its own blockade without their cooperation.
Allies witnessed America publicly demanding their assistance after weeks of insulting them.
Adversaries observed exactly how stretched the U.S. military becomes when pulled across multiple theaters.
The implicit deterrence that kept Taiwan, Ukraine, and the Korean peninsula stable just got measured and found wanting.
JPMorgan just published the scariest oil chart I’ve ever seen. World inventories are in freefall. And when this line hits 6.8 — the global energy system doesn’t slow down. It breaks. 🧵 $LAYER $INX $Q
🚨🇷🇺🇮🇷 With the Strait of Hormuz blocked, the Caspian Sea has become a vital lifeline for the Russia-Iran military axis. Reports from the New York Times show drone components flowing freely to Tehran.
With its strategic position and Israeli-supplied tools, 🇦🇿Azerbaijan is the only barrier to this dark shipping route - a huge opportunity for Baku to show where its true loyalties lie.
A NEW REGIONAL POWER IS EMERGING… AND THEY CAN’T STOP IT
America/Israel’s Mediterranean monopoly is OVER.
Israeli Channel 13 just admitted it.
Turkey is building a strategic maritime bloc from the Aegean to Yemen under its ‘Blue Homeland’ doctrine.
They are locking down sea routes between the Black Sea and Mediterranean, securing Eastern Med energy fields, and doing it with massive military rollout.
Tel Aviv and Washington are framing this as an “unprecedented threat” 😂
Isn’t it funny how protecting your own backyard only becomes “aggression” when someone else does it?
Türkiye is conducting MASSIVE naval drills across THREE seas, 120 ships, 15,000 troops and 50 aircraft. This year’s exercise is one of the largest in Türkiye's entire history.
They’re serious.
Turkey now has bases in Libya and Somalia, a modernized navy, domestic missiles and one of the most sophisticated drone industries on earth.
And geography has given them the crossroads.
For years the Greece-Cyprus-Israel axis froze Türkiye out of the gas riches.
Israel’s Somaliland move and the Greece alliance are desperate counter-plays to Türkiye, but the chokepoints belong to Ankara.
So now the U.S.-Israeli empire is panicking.
Israel is calling Turkey the “new Iran.”
But this one has NATO membership and a stronger and more advanced defence industry, ranking #7 globally compared to Iran at #13, with a defense budget over 3x larger.
The same crowd that isolated Tehran is being forced to watch the game flip. As I’ve been saying for a while. The Middle East will never look the same again after the Iran war is over. Western supremacy is dead.
So, what happens next?
Israel’s export routes to Europe just got a very expensive detour.
Energy prices, migration flows, and NATO’s southern flank can now all swing on one naval standoff giving massive leverage to Türkiye.
🇵🇸 Jericho — ~11,000 years old 🇸🇾 Damascus — ~10,000–11,000 years old 🇱🇧 Byblos — ~8,000–9,000 years old 🇹🇷 Diyarbakır — ~10,000 years old 🇸🇾 Aleppo — ~7,000–8,000 years old 🇱🇧 Sidon — ~6,000 years old 🇵🇸 Jerusalem — ~5,000 years old 🇱🇧 Tyre — ~4,700–5,000 years old 🇮🇷 Susa — ~6,300 years old 🇪🇬 Faiyum — ~6,000 years old 🇧🇬 Plovdiv — ~6,000–7,000 years old 🇬🇷 Argos — ~7,000 years old 🇬🇷 Athens — ~5,000–7,000 years old 🇮🇶 Erbil — ~6,000–7,000 years old 🇹🇷 Gaziantep — ~5,500–6,000 years old 🇨🇳 Luoyang — ~4,000 years old 🇮🇳 Varanasi — ~3,000–4,000 years old 🇮🇹 Matera — ~7,000–9,000 years old 🇪🇬 Luxor — ~4,000–5,000 years old 🇮🇶 Kirkuk — ~4,000–5,000 years old
🇲🇲 Myanmar’s Mogok region has discovered a massive 11,000-carat ruby, one of the largest ever found, later presented to authorities and highlighting the region’s global importance in gemstone production despite ongoing conflict. $INX $PLAY $BILL
The world is burning through oil inventories faster than at any point in recorded history.
Since the war began, global stockpiles have dropped 4.8 million barrels per day surpassing even the COVID peak drawdown.
US distillate stocks are at their lowest since 2005. US gasoline at its lowest seasonal level since 2014. Asian nations like Indonesia and Vietnam could face critical shortages in weeks.
When inventories hit the floor, there's only one market-clearing mechanism left: prices spike until demand collapses.